Tanglewood Legacy Advisors’s Wabtec WAB Stock Holding History

Tanglewood Legacy Advisors’s Portfolio WAB Stock Details WAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250	Hold	1	–	–	﹤0.01%	267
2025 Q4	$213	Hold	1	–	–	﹤0.01%	265
2025 Q3	$200	Hold	1	–	–	﹤0.01%	273
2025 Q2	$209	Hold	1	–	–	﹤0.01%	282
2025 Q1	$181	Hold	1	–	–	﹤0.01%	292
2024 Q4	$190	Hold	1	–	–	﹤0.01%	299
2024 Q3	$182	Hold	1	–	–	﹤0.01%	283
2024 Q2	$158	Hold	1	–	–	﹤0.01%	284
2024 Q1	$146	Hold	1	–	–	﹤0.01%	295
2023 Q4	$127	Hold	1	–	–	﹤0.01%	279
2023 Q3	$106	Hold	1	–	–	﹤0.01%	285
2023 Q2	$110	Hold	1	–	–	﹤0.01%	283
2023 Q1	$101	Hold	1	–	–	﹤0.01%	279
2022 Q4	$100	Buy	+1	New	+$96	﹤0.01%	247

Other funds holding WAB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return